Agent skill · business finance · tradermonty
trader-memory-core
Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis. Trigger when user says "register thesis", "track this idea", "thesis status", "review due", "close position", "postmortem", or "trading journal".
Why this skill is useful
Adds a structured workflow for managing investment theses with specific commands and state transitions that the AI wouldn't generate on its own.
What it needs
Requires jsonschema, python, pyyaml installed locally. Requires fmp account access. About 8k tokens when loaded. Last updated 2026-08-06. 2,581 stars on the source repository.
What this skill does
Trader Memory Core Overview Persistent state layer that bundles screening → analysis → position sizing → portfolio management outputs into a single "thesis object" per investment idea. Tracks what you thought, what happened, and what you learned — across conversations. Phase 1 supports single-ticker theses: dividendincome, growthmomentum, meanreversion, earningsdrift, pivotbreakout. When to Use After a screener (kanchi, earnings-trade-analyzer, vcp, pead, canslim, edge-candidate-agent) produces candidates When transitioning a thesis from IDEA → ENTRYREADY → ACTIVE → CLOSED When attaching position-sizer output to a thesis When checking which theses are due for review When closing a position and generating a postmortem with lessons learned Prerequisites Python 3.10+ pyyaml (already in project dependencies) jsonschema (already in pyproject.toml; required by thesisstore.py and every command that imports it, including thesisingest.py and thesisreview.py) FMP API key (optional, only for MAE/MFE calculation in postmortem) How to invoke the CLI Use the stdlib-only launcher tradermemorycli.py for all CLI work. It transparently routes through uv run --project <repo> when uv is available, so the repo's pinned jsonschema is reachable even from a foreign cwd or from python3 with no global jsonschema (e.g. cron / Hermes profile runs): Subcommands: store → thesisstore.py, ingest → thesisingest.py, review → thesisreview.py. Everything after the subcommand is forwarded verbatim, so existing argument flags (--state-dir, transition, open-position, etc.) work unchanged. If the launcher reports that jsonschema is not importable AND uv is not on PATH, the actionable fixes (in priority order) are: 1. Install uv (https://docs.astral.sh/uv/) and re-run the launcher. 2. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills tradermonty/trader-memory-core